Patrick is a member of the TwinFocus Client Advisor team and, accordingly, works directly with clients to provide financial planning solutions to ensure outstanding client service across the firm’s entire wealth management offering.

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Education

During his undergraduate years, Patrick attended Gettysburg College, a logical destination for a history buff from Concord, Massachusetts. In addition to his Bachelor of Arts degree from Gettysburg, he is a graduate of Boston University’s Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER practioner. Patrick also holds the designation of Certified IRA Services Professional from the Institute of Certified Bankers.

His work with clients spans the full range of issues related to wealth management, including investment analysis, estate planning, as well as financial education. Patrick has expertise in financial planning and modeling, which enables him to provide the firm’s clients with a holistic view of their overall situations. He is a critical bridge in liaising with the Investment Advisory and Operations Teams at TwinFocus to effectuate the firm’s various wealth advisory solutions.

Patrick came to TwinFocus with over a decade of experience working with high-net-worth clients, most recently at PNC Bank’s wealth management office in Boston. As an Assistant Vice President, he was directly responsible for managing client relationships and next generation beneficiaries, executing their estate plans and providing consultative wealth advisory solutions in an effort to achieve their financial goals. Earlier in his career, Patrick worked with a broad array of sophisticated clients while at Cambridge Trust Company and CIC Wealth Management.

Patrick is a new resident of Boston’s South End and enjoys exploring the neighborhood with his wife, Alethea and their newborn son, Jack.  Dedicated to his community, Patrick is a cofounder and trustee of the PlayBall! Foundation, which works towards increasing participation in sports for Boston’s urban youth.